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Sowell Financial Services’s Zillow Z Stock Holding History

Sowell Financial Services’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-833
Closed -$95K – 2801
2021
Q1 		$95K Buy
833
+276
+50% +$41K ﹤0.01% 1392
2020
Q4 		$72K Buy
557
+251
+82% +$27.8K ﹤0.01% 1273
2020
Q3 		$31K Buy
306
+86
+39% +$6.72K ﹤0.01% 1377
2020
Q2 		$13K Sell
220
-179
-45% -$8.88K ﹤0.01% 1611
2020
Q1 		$14K Sell
399
-145
-27% -$6.7K ﹤0.01% 1510
2019
Q4 		$25K Buy
544
+200
+58% +$7.45K ﹤0.01% 1363
2019
Q3 		$10K Buy
+344
New +$13.7K ﹤0.01% 1541

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sowell Financial Services's Z Position: Q2 2021 in Review

Sowell Financial Services sold out of Zillow (Z) in Q2 2021, closing a stake of 833 shares — an estimated $95K sold.

Sowell Financial Services first reported a position in Z in Q3 2019 and held it in 7 quarters. The position peaked at $95K in Q1 2021. 528 funds tracked by Wall St. Rank hold Z as of Q2 2021.

  • Sowell Financial Services reported no remaining Zillow position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 833 Zillow shares in Q2 2021, an estimated $95K.
  • Sowell Financial Services first reported a position in Zillow in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Zillow position peaked at $95K in Q1 2021.
  • 528 funds tracked by Wall St. Rank held Zillow as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.